Our team
Leadership
The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.
David K. Binns-Loveman, CFP®, RICP
Regional Vice President & CERTIFIED FINANCIAL PLANNER™ professional
John T. Rohe III (JT)
Regional Vice President, Retirement Planning Specialist
Leo Mercer
Regional Vice President & Retirement Planning Specialist
Shannon Underwood
Regional Vice President & Retirement Planning Specialist
Professionals
Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.
Columbia, MD
Anne G. London, CFP®, RICP®, CPFA
CERTIFIED FINANCIAL PLANNER™ professional
Daniel Rooner, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
David Baker, CFP®, ChFC, RICP, AIF
Financial Advisor, Retirement Planning Specialist
Greg Salvucci, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Kevin Cook, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
R. Steven Staley, CFP®, MBA
CA Insurance License #0E68222
Retirement Planning Specialist